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Team Spotlight

Tiffany Valentine, CFP®
CERTIFIED FINANCIAL PLANNER®
President and Wealth Advisor

As we head into the fall season, I wanted to take a moment to share a quick update from our family over the past year. It’s hard to believe how quickly time has flown! Avery is in her senior year of high school, and this year has been filled with all the excitement (and emotions) that come with that season of life. From senior pictures to college applications and the “lasts” of so many activities, it has been a year of both celebration and reflection for all of us. Travis has kept us busy on the football field – he’s thriving in school and sports and growing into a young man before our eyes. Watching both of our kids step into their next chapters has been both humbling and rewarding.

Chris and I have especially cherished the moments of family time in the midst of the busyness – whether it’s traveling together, cheering from the sidelines, or simply enjoying quiet evenings at home. Like many of you, we’ve been reminded of how important it is to pause and soak in these moments, especially as the kids get older and life seems to move faster each year.

As we look toward the close of 2025 and the holiday season ahead, our hearts are full of gratitude. We wish you and your loved ones a wonderful fall and winter – may this season bring you joy, health, peace, and opportunities to create meaningful memories with those you cherish most.

Blessings,

Tiffany

Laurie Stack

This statement is a testimonial by a client of the financial professional as of {11/07/2024}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Dr. Roy Pitkin

This statement is a testimonial by a client of the financial professional as of {07/10/2024}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #622550)

Mark Olson

This statement is a testimonial by a client of the financial professional as of {07/16/2024}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #614236.)

Richard and Victory Grund

This statement is a testimonial by a client of the financial professional as of {02/29/2024}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #556941)

Matt Johnson

This statement is a testimonial by a client of the financial professional as of {05/23/2023}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #451730-2)

David and Colette Renker

This statement is a testimonial by a client of the financial professional as of {10/25/2023}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #515842)

Don DeLair, Headmaster at King’s School of the Desert

This statement is a testimonial by a client of the financial professional as of {02/23/2023}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #436116-2)

Judy Sanders

This statement is a testimonial by a client of the financial professional as of {07/13/2023}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #457029-1)